- Portfolio Management for Bank's NRI Customers

- Engage with assigned portfolio of Bank customers for service and deepening relationship

- Customer interactions to be duly updated in Bank system for audit trail and reference to future interactions

- Deepening of customer portfolio level benchmarks

- Manage Issues and Maintain complete relationship record for assigned customer accounts

- Enhancing customer wallet size

- Profiling Customer to increase wallet share - Engaging to capture customer banking habits and inducing to make Bank as primary relationship

- Ensuring customer scoping being done with need based products suggested as hooks for deepening relationship Ensuring that customer scope is done and products targeted accordingly

- Service to Sales approach established for deepening relationship with family members and associates which have been grouped together

- Acquisition of New To Bank Customers

- To acquire new to bank customers from leads generated through marketing channel and various campaigns

- Referrals generated from existing customers

- Penetration of products across family groups

- Customer Query and Complaint resolution:

- Ensure query resolution of the customers by coordinating with service and operations team

- Resolving all complaints received from preferred customers within the stipulated TAT- s

- Fulfilment of other objectives:

- To actively participate and contribute in fulfilment of other time bound objectives that department or organisation may initiate from time to time.

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